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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,879 | $209,422-85.7% | $178,503-83.3% | $158,982-81.2% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $7,022 | $5,707+23.0% | $5,011+40.1% | $4,763+47.4% |
| Participant deferral / active EE | $11,236 | $5,955+88.7% | $5,202+116.0% | $5,983+87.8% |
| Admin fee / account holder | $52 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |